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Eli Lilly

3,251 hedge funds and large institutions have $464B invested in Eli Lilly in 2023 Q4 according to their latest regulatory filings, with 433 funds opening new positions, 1,210 increasing their positions, 1,229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,251
Holders Change
+293
Holders Change %
+9.91%
% of All Funds
47.65%
Holding in Top 10
301
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.41%
New
433
Increased
1,210
Reduced
1,229
Closed
96
Calls
$4.99B
Puts
$5.55B
Net Calls
-$558M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
AFT
2076
Alpha Family Trust
California
$892K
AWM
2077
Ameliora Wealth Management
Switzerland
$891K +$418K +717 +88%
WAM
2078
Worth Asset Management
Texas
$890K -$1.39M -2,387 -61%
PFG
2079
Prosperity Financial Group
California
$888K +$27.4K +47 +3%
MAM
2080
McLean Asset Management
Virginia
$888K -$1.86K -3 -0.2%
TIA
2081
Traphagen Investment Advisors
New Jersey
$888K +$63.6K +109 +8%
SCM
2082
Saxony Capital Management
Missouri
$888K +$888K +1,523 New
CTWM
2083
Cherry Tree Wealth Management
Minnesota
$887K -$18.7K -32 -2%
KIG
2084
Kennedy Investment Group
New Jersey
$886K +$118K +202 +15%
DG
2085
DMC Group
Alabama
$886K -$146K -250 -14%
ERIM
2086
Eagle Ridge Investment Management
Connecticut
$885K
AIM
2087
Athena Investment Management
California
$883K
MWPCG
2088
Measured Wealth Private Client Group
New Hampshire
$881K -$35K -60 -4%
EFM
2089
E Fund Management
China
$881K +$68.2K +117 +8%
PEA
2090
Park Edge Advisors
Ohio
$876K +$462K +793 +112%
XF
2091
XML Financial
Maryland
$873K -$40.2K -69 -4%
HFM
2092
Hartford Funds Management
Pennsylvania
$870K -$114K -195 -12%
CP
2093
Camelot Portfolios
Ohio
$870K +$870K +1,492 New
PSP
2094
Pacific Sage Partners
Washington
$869K -$58.3K -100 -6%
SAM
2095
SignalPoint Asset Management
Missouri
$869K
PMG
2096
ProVise Management Group
Florida
$867K +$40.8K +70 +5%
ANB
2097
Amarillo National Bank
Texas
$863K -$8.74K -15 -1%
NDSI
2098
Newman Dignan & Sheerar Inc
Rhode Island
$863K +$58.3K +100 +7%
LIM
2099
Lathrop Investment Management
Arkansas
$860K
WCA
2100
Waypoint Capital Advisors
Minnesota
$860K +$56K +96 +7%